Personal Banker

Main Job Tasks And Responsibilities

• Greet and welcome clients, co-workers and vendors to Evolve Bank & Trust in a courteous, professional and timely manner.
• Provide prompt, accurate and efficient transactions.
• Under regular supervision, process all types of paying and receiving transactions including specialty functions.
• Research and resolve complex customer issues.
• Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet; research and resolve discrepancies.
• Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
• Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
• Maintain branch files, account records and customer correspondence.
• Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
• Consistently follow precise policies and procedures for conducting Bank business.
• Establish and cross-sell deposit and consumer lending products and services.
• Interview and qualify potential consumer loan prospects.
• Open new customer accounts and assist current customers with account selections.
• May train new employees.
• Provide administrative support to management.
• Perform any other functions as necessary.

Education And Experience

• At least 2 years Bank or Credit Union Teller Experience preferred.
• College degree preferred or equivalent work experience.
• 2 years of customer service and sales experience.
• 2 years cash handling experience required.
• Proficient in the sales and service of both personal and business retail products.
• Computer literate; Microsoft Office, Word, Excel and Outlook.

Key Competencies

• General knowledge of bank products and services.
• Excellent verbal and written communication skills.
• Knowledge in bank operations preferred.
• Ability to interact effectively with clients, all levels of bank colleagues and vendors.
• Ability to cross-sell banking services to existing and potential clients.
• Ability to process transactions and balance debits and credits.
• Ability to represent the bank in a professional manner.
• Must be able to work in a team environment and to adapt to change.